Treasury Management Specialist Sr - Dallas or Houston, TX

Huntington National BankHouston, TX
1dOnsite

About The Position

Description Summary: The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties & Responsibilities: Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available. Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners. Responsible for contributing to team revenue goals Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio. May have direct responsibility across a certain portion of an Advisor’s portfolio. Coaches, counsels and mentors other Sales Specialists. Performs other duties as assigned.

Requirements

  • Three or more years banking experience with a focus on treasury management/cash management
  • Bachelor’s Degree or the equivalent experience of 4 or more years in banking and/or Treasury Management in lieu of degree

Nice To Haves

  • General knowledge of a wide variety of treasury management/cash management software, hardware and operating systems
  • Exceptional Verbal and Written Communication Skills
  • Excellent organization skills
  • Able to handle, organize and prioritize multiple tasks

Responsibilities

  • Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.
  • Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.
  • Responsible for contributing to team revenue goals
  • Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.
  • May have direct responsibility across a certain portion of an Advisor’s portfolio.
  • Coaches, counsels and mentors other Sales Specialists.
  • Performs other duties as assigned.
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